Professional Story:

Summit  Pointe Team - RITE Philosophy:

• Responsive - Returns calls / emails during the same business day.
• Integrity - Treats people like family members.
• Teamwork - Bring you the best solutions through collaboration.
• Excellence - Always seeks to improve knowledge, perspective and offerings.

Many people go through their lives making financial planning decisions that are relatively uncoordinated. This results in frustration and inability to visualize their overall financial plan. We work with, for and on the behalf of our clients in collaboration with other financial professionals like attorneys and CPAs. Our clients are best served by an efficient team of professionals working together.

I draw upon 20 years of financial planning experience, plus, my prior medical, military and aviation experiences to help you simplify your processes and truly see your finances from an altitude of 30,000 feet. Then, help you make the changes to get on course for the goals that YOU want to accomplish.